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To: steve harmon - analyst who wrote (2751)	9/17/1999 2:00:00 AM
From: Alys Hall	Respond to of 4337

Thanks for the reply. I look forward to the report on CMGI, ICG and Sftbk. Will it be offered on SI or available on e-harmon? I do not want to miss it. Thanks...Alys

To: steve harmon - analyst who wrote (2751)	9/18/1999 9:00:00 AM
From: SHGLaw	Read Replies (3) \| Respond to of 4337

Steve, just read your comparison of cmgi and icge. While I heartily agree that cmgi's portfolio and track record put it way ahead of icge in the inet venture game, I note that you limit your valuations as if each baby/IPO was a stand alone rather than a part of the whole. Did you do it this way in order to compare apples to apples, or because you don't believe the synergy business model to be worthy of a value-added analysis? My view has been that Alta Vista in the hands of cmgi is far more valuable a property than in the hands of compaq, since David Weatherall uses each of the holding to bolster the others, adding content and eyeballs from one to another. By in-breeding his companies, he makes each of them bigger and better than they might otherwise be one their own. Thanks for the comparison. SHG